FFT WEALTH MANAGEMENT LLC: 13F holdings

CIK 16531992026Q2

Positions96
Reported value$638.2m
Filed2026-07-27

Change since last quarter

Positions96 (-3 vs prior quarter)
Reported value$638.2m (+15.6%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR209,297$156.7m24.6%
QLTY GMO ETF TRUST1,807,174$75.4m11.8%
IWV ISHARES TR136,855$58.4m9.1%
DGRO ISHARES TR746,197$56.6m8.9%
QQQ INVESCO QQQ TR53,044$39.1m6.1%
IJR ISHARES TR208,485$30.9m4.8%
SPY STATE STR SPDR S&P 500 ETF T35,400$26.4m4.1%
IJH ISHARES TR192,363$14.8m2.3%
VTI VANGUARD INDEX FDS35,492$13.1m2.1%
SCHB SCHWAB STRATEGIC TR365,554$10.6m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1653199")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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